In this episode of the Becker Private Equity and Business Podcast, Scott Becker breaks down the latest market trends for Apple, NVIDIA, and Palantir.
Chapter 1: What are the latest trends for Apple, NVIDIA, and Palantir?
this is scott spector with the becker private equity and business podcast today's discussion is apple nvidia and palantir and here's the discussion on these three apple remains the market cap king sort of like the old bond king uh bill gross or then the the guy at double tree but the bond king apple remains the market cap king it's at 3.24 trillion in market cap now It is down 14% year-to-date.
Chapter 2: How does Apple's market cap compare to its competitors?
The good news, if you're a competitor, is that it's Peer Group, Microsoft, and NVIDIA is also down significantly. NVIDIA is number two in market cap at about $2.8 trillion, but it's also down year-to-date now about 13% or so, 12.3% or so year-to-date, but some rebound lately. So those two end up where they're at.
Palantir, which we follow closely, one of the companies followed by Peter Thiel, is still up year-to-date, now about 18% having a good day-to-date, but it's down about 30%, 40% from its highs. The big concern with Palantir is two-thirds of its revenue is from government contracts, and the great discussion out there is, Where will essentially Doge go after and not go after?
I think people that are Palantir people hope that Peter Thiel's and Elon Musk's close friendship will avoid it being a big target, and we'll see how it plays out. But again, that's what's going on right now with the market cap king and NVIDIA and Palantir. Palantir at risk because of government revenues. NVIDIA has had some rebound, but still number two.
And then Apple, which is still doing fantastic at $3.24 trillion in market cap, is down for about $3.7. At one point, it was getting very close to $4 trillion. So it's down from where it was, but still overall in really good shape. Thank you for listening to the Becker Private Equity and Business Podcast. Thank you very much.